Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,789 | $51,638-44.2% | $68,368-57.9% | $82,448-65.1% |
| Participation rate | 57.9% | 63.6%-5.7pp | 73.8%-15.9pp | 68.1%-10.2pp |
| Annual return | 12.75% | 37.53%-24.8pp | 292.57%-279.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,133 | $2,047-44.6% | $2,649-57.2% | $2,551-55.6% |
| Participant deferral / active EE | $1,328 | $2,914-54.4% | $4,123-67.8% | $4,139-67.9% |
| Admin fee / account holder | $3,693 | $4,643-20.5% | $5,150-28.3% | $7,234-49.0% |